Kesler Norman & Wride’s iShares US Consumer Staples ETF IYK Stock Holding History

Kesler Norman & Wride’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,816	Closed	-$339K	–	236
2025 Q2	$339K	Buy	+4,816	New	+$339K	0.06%	198
2023 Q4	–	Sell	-3,513	Closed	-$218K	–	163
2023 Q3	$218K	Buy	+3,513	New	+$232K	0.05%	152
2023 Q1	–	Sell	-5,913	Closed	-$400K	–	156
2022 Q4	$400K	Sell	5,913 -49,392	-89%	-$3.25M	0.1%	136
2022 Q3	$3.31M	Buy	55,305 +8,379	+18%	+$550K	0.92%	41
2022 Q2	$3.05M	Buy	+46,926	New	+$3.15M	0.85%	52

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kesler Norman & Wride's IYK Position: Q3 2025 in Review

Kesler Norman & Wride sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 4,816 shares — an estimated $339K sold.

Kesler Norman & Wride first reported a position in IYK in Q2 2022 and held it in 5 quarters. The position peaked at $3.31M in Q3 2022. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

Kesler Norman & Wride reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Kesler Norman & Wride sold 4,816 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $339K.
Kesler Norman & Wride first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 5 quarters.
Kesler Norman & Wride's iShares US Consumer Staples ETF position peaked at $3.31M in Q3 2022.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Kesler Norman & Wride's 13F filing for Q3 2025, filed 24 Oct 2025.